The way we work with our clients is a journey: some are short, some are long, but all set off along a clearly defined path to ensure that we understand your position right from the start. This means that we can advise you properly and, hopefully, continue to do so for many years to come.

Chapmans Financial Process

We see our client journeys as a continual cycle that begin at our first meeting and restart again following an annual review of your financial situation. The process has the following key stages:

Discover and Prioritise

We collect the facts, identify your goals and objectives. We find out what your most important financial issue is and aim to solve it.

Complete an Audit

Like a doctor prescribing medicine, we need to know as much of your previous history before we can recommend the most suitable solution. Confirm agreement to register you under our Practice, Request copy of financial records once you provide information only authority.

Summary Report

The suitability of our advice is guaranteed and for your protection, we provide a suitability letter for all our recommendations.

Agree the Plan

Once the full investigation and audit is complete, we will put the optimum plan together, incorporating your goals and objectives, and agree the plan.

Implementation

Having identified your most important issue and having put together the potential solutions and that you wish to proceed with, we get it sorted.